feat(phase-8): billing engine + invoice PDF + mark-paid + overdue escalation
Backend:
- app/services/invoice_pdf.py: Jinja2+WeasyPrint PDF generation, saves to
/app/data/invoices/{id}.pdf, updates Invoice.pdf_path
- app/templates/invoice.html: professional branded A4 invoice template with
school details, line items table, totals, payment instructions, paid receipt
- routers/billing.py: GET /invoices/{id}/pdf (auto-generate on demand, FileResponse),
POST /invoices/{id}/mark-paid (payment_method + reference → status=paid),
POST /trigger-generate-invoices (manual trigger), school_name in invoice list
- tasks/billing.py: fix missing func import in generate_monthly_invoices,
new billing.generate_invoice_pdf Celery task, auto-send email after
invoice creation, check_overdue upgraded with 7-day warning emails and
30-day school suspension + suspension email
Frontend:
- BillingPage.vue: full rewrite — status filter tabs, school names (not UUIDs),
PDF download button, mail icon, Mark Paid modal with method/reference fields,
overdue rows highlighted, pagination, Generate Invoices trigger button
- api.ts: markInvoicePaid, downloadInvoicePdf, triggerGenerateInvoices
This commit is contained in:
@@ -3,16 +3,16 @@
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## Current Position
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Milestone: v1.0 — Foundation & Core Services
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Phase: 7 of 15 (School Admin Portal UI — complete)
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Plan: Phase 7 complete — Phase 8 next
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Status: **Phase 7 applied — ready to begin Phase 8**
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Last activity: 2026-03-16 — Phase 7 complete (portal pages: suspension banner, credit meter, license countdown, SMS chart, delivery stats, top-up request form, ticket filter/pagination, school details)
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Phase: 8 of 15 (Billing Engine + Invoice PDF — complete)
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Plan: Phase 8 complete — Phase 9 next
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Status: **Phase 8 applied — ready to begin Phase 9**
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Last activity: 2026-03-16 — Phase 8 complete (invoice PDF via Jinja2+WeasyPrint, mark-paid modal, overdue escalation with 7d warning + 30d suspension, bug fix in billing task)
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## Loop Position
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```
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PLAN ──▶ APPLY ──▶ UNIFY
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· · · [No active plan — Phase 8 planning next]
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· · · [No active plan — Phase 9 planning next]
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```
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## Progress
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@@ -26,7 +26,7 @@ PLAN ──▶ APPLY ──▶ UNIFY
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- Phase 5 (On-Prem SMS Polling Agent): [██████████] 100% ✓
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- Phase 6 (Super Admin Dashboard UI): [██████████] 100% ✓
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- Phase 7 (School Admin Portal UI): [██████████] 100% ✓
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- Phase 8 (Billing Engine + Invoice PDF): [░░░░░░░░░░] 0%
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- Phase 8 (Billing Engine + Invoice PDF): [██████████] 100% ✓
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- Phase 9 (Email Dispatcher): [░░░░░░░░░░] 0%
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- Phase 10 (Support Ticket System): [░░░░░░░░░░] 0%
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- Phase 11 (Monthly Report Generation): [░░░░░░░░░░] 0%
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@@ -37,8 +37,8 @@ PLAN ──▶ APPLY ──▶ UNIFY
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## Next Action
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Run: `/paul:plan` for Phase 8 — Billing Engine + Invoice PDF
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Resume file: .paul/ROADMAP.md → Phase 8
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Run: `/paul:plan` for Phase 9 — Email Dispatcher
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Resume file: .paul/ROADMAP.md → Phase 9
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## Repo
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